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Join Queen City BNI for an insightful and future-focused presentation with Shawn Zwick, Financial Planner with Commonwealth Financial Group and our chapter’s specialist in life, long-term care, and disability insurance. Shawn helps individuals and families protect their income, plan ahead, and build financial security that lasts.📅 Date: Wednesday, December 10, 2025
⏰ Time: 11:15 AM – 1:00 PM
📍 Location: The Flynn Theatre, 153 Main Street, Burlington
In “Generational Wealth: From Messy to Successy,” Shawn will break down why financial plans often fail as they move from one generation to the next and what families can do to keep their intentions, goals, and security intact.
He will cover:
- Why financial plans commonly break down during generational transitions
- How to create a plan that is clear, usable, and sustainable for your children or heirs
- The role of communication in preserving financial intentions
- How income protection tools, like life, long-term care, and disability insurance, support multi-generational stability
- Simple steps families can take now to prevent confusion, conflict, or unexpected burdens later
Whether you support aging parents, want to ensure your own children are prepared, or work in a field where clients rely on your financial guidance, this presentation will provide practical clarity and direction.
You’ll also have the chance to pitch your business and connect with a room full of Vermont professionals dedicated to collaboration, referrals, and shared growth. Queen City BNI is a 35-member chapter that has generated over $13.1 million in closed business for one another.
Visitors are always welcome, and we look forward to meeting you.
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Event Venue & Nearby Stays
153 Main Street, Burlington, VT, United States, Vermont 05401
Tickets
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